SSC
DFSI

Syverson Strege & Co’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Syverson Strege & Co’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.83M Sell
43,120
-594
-1% -$26.3K 0.44% 26
2025
Q4 		$1.87M Sell
43,714
-2,223
-5% -$92.5K 0.44% 26
2025
Q3 		$1.88M Sell
45,937
-988
-2% -$39.6K 0.45% 26
2025
Q2 		$1.85M Sell
46,925
-862
-2% -$32K 0.44% 27
2025
Q1 		$1.67M Buy
47,787
+4,446
+10% +$154K 0.54% 20
2024
Q4 		$1.42M Buy
43,341
+2,080
+5% +$70.8K 0.47% 19
2024
Q3 		$1.47M Buy
41,261
+2,021
+5% +$69.1K 0.49% 19
2024
Q2 		$1.29M Sell
39,240
-1,634
-4% -$54.4K 0.44% 22
2024
Q1 		$1.38M Buy
40,874
+383
+0.9% +$12.4K 0.5% 20
2023
Q4 		$1.3M Buy
+40,491
New +$1.19M 0.5% 20
2023
Q2 		– Sell
-1,254
Closed -$37.7K – 203
2023
Q1 		$37.7K Buy
1,254
+154
+14% +$4.54K 0.02% 144
2022
Q4 		$30.6K Buy
+1,100
New +$30.2K 0.01% 153

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return